7266 results found
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Quote builder: calculations in the columns
In the quote builder block, it would be great to have the ability to customize the logic behind the columns and what they do to the price and the total.
For example, there is a built-in 'fee' column that can be displayed as a percent markup on the products, but I would like to have the ability to adjust the logic behind the column.
See the image attached. The ability to adjust the logic behind how the total column is displayed when custom columns are used could open up wide possibilities for custom discounts, fees, or margin calculations on the…2 votes -
Walkthrough Arrow for Pricing Table Line Items
'Walkthrough arrow' that would stop at pricing table items, guiding recipients to make a decision on each.
2 votes -
Reporting: show the signature date of each recipient
Reporting: show the signature date of each recipient
3 votes -
Sign documents directly on Monday.com
The ability to sign documents in CRM iFrames without having it open a new tab.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the steps below:
- Open your task on Monday.com and click on the item you’d like to create a document from.
- Select the Settings icon under the PandaDoc widget, then select Modal view from the drop-down.
As a result, when you create a document, you will remain in Monday.com and will not be redirected to a new page.
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Cardknox Payment Integration
Ability to integrate with Cardknox
2 votes -
Create a “convert PD variables to hubspot variables” feature
A button that you click that will automatically replace PD variables in templates/documents with supported equivalent HubSpot variables for use with integration.
1 vote -
Quote builder: ability to use fractional numbers within the QTY column.
Ability to use fractional numbers within the QTY column in the quote builder
4 votes -
Unhide cost column by default
Unhide the cost column by default
3 votes -
add multipage Content library items to the existing page not as a new page in the doc (leaving blank space)
Need to be able to add multipage CLIs to the existing page. Currently, multipage CLIs are added to the document, it adds them as a new page not to the existing page, leaving blank space.
2 votes -
Company Cam Integration
The option to integrate PandaDoc with the app called Company Cam.
2 votes -
Quite builder: mark products as taxable/non-taxable
For the quote builder, we do a fair amount of work where the labor is not taxable, but include products that are taxable. It would be fantastic if we could mark specific items in the quote as taxable or not taxable.
1 vote -
Custom Role - restrict usage of reminders
Custom Role - restrict usage of reminders
3 votes -
2 votes
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Automatically remove unfilled variables before clicking the Send button
Automatically remove unused variables
6 votes -
Access Help Center with EU login
At the moment, you have to create a US-based account to be able to log in to the Help Center
1 vote -
Decline document button for UI more obvious for recipients
Make decline document button more obvious in the UI
3 votes -
Folders appear on the Home page
Folders appear on the Home page
4 votes -
Custom page sizes
Introduce more page sizes to the document editor:
* Tabloid size paper - 11 x 17 inches
* Custom sizesState your format in the comments!
96 votes -
Saved Message - eForms
Ability to use saved messages for eforms
2 votes -
Transfer data from one form to another form automatically
To be able to transfer data from one form ( Form1) to another form (Form2) automatically, for example:
I want to send someone our "Intake Form" (lets call it Form 1). THEN I want to take the information from Form 1 and input it into a new form (Form 2). THEN I want to send that new form (Form 2) and send it to get signed by the client.2 votes
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